Marketing Campaign Basics – Stride Therapy

Campaign Types

Dynamic: These campaigns can have multiple steps and will continuously enroll patients in the campaign based on the triggers that are set up.
Fixed: This is designed as a one-time "blast" to be sent out to patients. The fixed campaign will not continuously enroll patients in the campaign.
Birthday: This campaign type is to send out birthday messages to patients based on their birth date as it is entered in Stride. This campaign type will automatically enroll new patients.

Campaign Status

Unpublished: Campaign is created but not being sent out.
Active: Campaign is currently sending messages.
Achieved: Campaign is completed/archived — no longer running.

Email Templates

Default Template: Automatically preloaded for clients, but should be reviewed before sending out your first campaign. We do not automatically add in custom messages, colors or formats to this default template.

This Includes standard layout and unsubscribe information.
You can drag-and-drop elements from the Content bar (e.g., text, images, buttons) to customize to your liking.
You will also have the ability to include social media links and images.
Campaign Editing vs. Template Editing:
- Editing a template inside a campaign affects only that campaign.
- To make universal changes (e.g., logo, footer links), update the default template in the Email Templates section.
  - Changes made here will apply to future campaigns only.
  - Any existing campaigns created before the changes will need to be updated manually.

Phone Numbers

Each client is assigned 2 local numbers in addition to the appointment reminders phone number. This means patients could receive texts from up to three different numbers.

Appointment Reminder #:
- Used for reminding patients of upcoming appointments. This number does not offer an opt out option to the patient.
Campaigns #:
- Used for automated, outbound campaign texts
- Patients can opt out of this number.
Two-Way Texting #:
- Used for real-time, conversational messaging with patients.
- Opting out of marketing campaigns does not block two-way communication. Patients can opt out of this number.

Campaign Creation Steps

Start Creating a new campaign by selecting the Plus sign in the top right hand corner of the Campaigns page. Use the pencil icon to make edits.

1. Basic Campaign Info

Add Name: Use a name that make sense for your practice, your patients/audience will NOT see this.
Add Type: Dynamic, Fixed, or Birthday
Add Active Date and Active Time: Date and Time Campaign is set to begin enrolling patients and sending out messages based on steps and triggers created in Step 3.
- Today's date and time will always pre-load, and it is BEST to always update to a Date and Time in the future to give you the opportunity to test.
Add Daily Start and End Time: This is the time frame that messages will send out to your patients.
Ex. If you want your campaign to only send messages during business hours, you can use and Active Start Time of 8:00 am, and an Active End Time of 6:00 pm.

2. Audience Setup

Set audience before proceeding.
Audience Block and Parameters must be completely filled out.
- Incomplete fields will block creation.

3. Sequence Setup (Engagement Flow)

Campaign Step includes:
1. Step Name: This will not be visible to your patients/Audience, but should be titled something that makes sense for you.
2. Trigger Rule: Defines when this step begins. Trigger Rules differ based on type of campaign as described below:
  - Dynamic Campaign: Initial Eval Scheduled, Initial Eval Completed, # of Appointments on Case, and Discharged
  - Fixed Campaign: Immediate
  - Birthday Campaign: Birthday
3. Time After Trigger: Once the Trigger is reached in Stride, this is the amount of time before the message sends to the patient.
  - Immediate
  - Hours
  - Days
    
    Ex. Let's consider that I am creating a welcome message in a dynamic campaign that I want the patient to receive as soon as the eval has been scheduled. I would use the Trigger Rule of Initial Eval Scheduled and Time After Trigger of Immediate. As soon as the appointment is added onto the schedule in Stride, the message will be sent.
4. Channel: Text OR Email
  - If you select Email, you will have to add an email template in order to save this step.
5. Set the Type: Custom, NPS, or NPS + Google Review
  - Custom: Allows you to enter your custom message that can be personalized to fit your practice's needs.
  - NPS: A NPS (Net Promoter Score) survey will be provided to the client to gauge customer loyalty and satisfaction.
  - NPS + Google Review: Allows for NPS review. Patients who score a 9 or 10 out of 10 will immediately be directly to leave a Google Review.

4. Review:

After the step(s) for your campaign are completed, you can review your campaign, audience and parameters prior to publishing the campaign. You can click "Save as Unpublished" if you are not ready for the campaign to be active yet. Clicking "Set as Active" will automatically publish the campaign and patients will begin receiving messages based on your custom parameters.

TEST YOUR CAMPAIGN:

During this fourth and final step, you can select the three dots to the right of each step in the sequence and send a test to yourself via email or text.